Senior financial adviser

Assured Business and Wealth Advisors Pty Ltd is seeking an experienced Financial Adviser to join our established team in Morphett Vale, South Australia.

This is a full-time position offering the opportunity to service an established client base while continuing to build long-term client relationships through referrals and business development opportunities. Working within our integrated professional services firm, you will provide tailored financial advice and strategies that help clients achieve their financial and lifestyle goals.

Developing and managing comprehensive financial plans for clients, including investment strategies, superannuation, insurance, and retirement planning.

Analysing clients' financial circumstances and recommending appropriate strategies and solutions aligned with their goals, objectives, and risk profile.

Building and maintaining strong long-term relationships through regular communication, review meetings, and ongoing service.

Staying up to date with changes in legislation, regulations, and industry best practice to ensure clients receive compliant and contemporary advice.

Collaborating with our Accounting, Tax, Lending, and Business Advisory teams to deliver holistic financial solutions for clients.

Supported by dedicated paraplanning and administration resources, allowing you to focus on client relationships and delivering high-quality advice.

Fully qualified and ASIC-compliant Financial Adviser meeting post‐1 January 2026 standards.

A Graduate Diploma in Financial Planning or equivalent qualification is required to meet ASIC compliance requirements.

Minimum 3 years' experience providing holistic financial advice to retail clients.

Demonstrated ability to build and maintain strong client relationships.

Proven track record of delivering tailored financial advice to a diverse client base.

Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and practically.

Strong analytical and problem‐solving capabilities.

Commitment to ongoing professional development and maintaining industry knowledge.

Ability to work collaboratively within a professional team environment to achieve optimal client outcomes.

• An established client base and strong referral network.
• Ongoing referral opportunities generated through our Accounting, Tax, Lending, and Business Advisory divisions.
• Dedicated paraplanning and administrative support.
• Competitive remuneration package.
• Flexible working arrangements.
• Ongoing professional development and training support.
• Collaborative and supportive team culture.
• Long‐term career growth opportunities within an established South Australian firm.

Established in 1992, Assured Business and Wealth Advisors is a respected South Australian professional services firm providing holistic financial advice supported by accounting, taxation, lending, and business advisory expertise.

We pride ourselves on building long‐term relationships based on trust, professionalism, and personalised service. Our mission is to help clients achieve financial confidence and peace of mind through every stage of life. With an experienced and collaborative team, we are committed to delivering exceptional client outcomes and tailored advice solutions.